EverSource Wealth Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

EverSource Wealth Advisors’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.02K	Hold	117	–	–	﹤0.01%	3490
2025 Q4	$3.04K	Hold	117	–	–	﹤0.01%	3331
2025 Q3	$3.04K	Hold	117	–	–	﹤0.01%	3367
2025 Q2	$3.03K	Buy	117 +20	+21%	+$517	﹤0.01%	3347
2025 Q1	$2.5K	Buy	+97	New	+$2.5K	﹤0.01%	2826

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

EverSource Wealth Advisors's CGSD Position: Q1 2026 in Review

EverSource Wealth Advisors held its Capital Group Short Duration Income ETF (CGSD) position steady in Q1 2026 at 117 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

EverSource Wealth Advisors first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.04K in Q4 2025. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

EverSource Wealth Advisors held 117 shares of Capital Group Short Duration Income ETF worth $3.02K as of Q1 2026.
EverSource Wealth Advisors left its Capital Group Short Duration Income ETF share count unchanged in Q1 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3490 holding.
EverSource Wealth Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Capital Group Short Duration Income ETF position peaked at $3.04K in Q4 2025.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.